Job Purpose
The job holder is responsible for overseeing the daily operations of the Branch, driving sales growth, ensuring excellent customer service and maintaining compliance with regulatory and company standards.
This role is pivotal in developing and implementing strategies to meet business objectives, nurture client relationships, and support team development to achieve operational excellence.
Principal Accountabilities
- Overall Administration of the branch to ensure efficiency and effectiveness.
- Drive continuous growth in sales production to meet and surpass the set budgets.
- Recruitment, Motivation and Retention of productive intermediaries - Agents, Brokers and Bancassurance.
- Management of staff in the branch including on-boarding, performance management, staff development, on-the-job training, discipline etc.
- Ensure that Unit Managers and Direct Sales Agents are well equipped with Pacis product knowledge and updated in a timely manner in case of any changes.
- Operationalize the marketing and customer service strategies within the Branch.
- Identify, target and penetrate niche markets and create awareness of Pacis products within niche markets.
- Promote a positive image of the company through excellent service delivery.
- Play an active role in carrying out CSR activities within the branch networks.
- Ensure compliance with the company policies and procedures on underwriting, especially credit policy and documentation.
- Ensure that intermediaries comply with all regulatory requirements before starting to transact business.
- Carry out frequent client visits for customer relationship management, marketing, major renewals and deal operational issues arising.
- Collect market intelligence from various regions, collate and share with management on emerging trends and changes in the markets including niche markets.
- Develop internal control systems and ensure adherence to them by all at the branch.
- Submit specified and ad hoc reports to the Head Office - Retail Business Manager.
- Prepare Annual budgets for the Branch and unit managers.
- Ensure renewal notices and other correspondence are dispatched to the intermediaries on time.
- Any other duty that may be assigned from time to time.
Knowledge and Experience
Minimum Academic Qualification
- Bachelor’s degree in a business-related course (Insurance, Marketing, Business administration and Finance) or equivalent from a recognized university.
Professional Qualifications
- Advanced Diploma in Insurance - AIIK or ACII.
- Knowledge of a broad range of insurance products.
Experience
- 5 years’ experience in business development with at least 3 years in a managerial position.
